Use cases
Find the route that matches how your firm receives documents, where the accounting output should go, and how review should stay under control.
Lift prepares supplier documents for accounting firms and finance teams after files arrive through the intake route they already use. Use these pages to choose the first route to pilot: for example, a SharePoint library for one company or a shared client folder that feeds Xero draft bills.
Accounting destinations
Use Case
Xero invoice automation
For firms that want client supplier documents prepared as Xero draft bills, with review staying in Xero rather than in another capture queue.
Use Case
Business Central invoice automation
For teams that need Business Central-ready supplier document data shaped around the tenant, company, vendors, VAT or tax setup, dimensions, attachments and approval path.
Use Case
Sage Desktop and Excel import invoice automation
For firms supporting desktop or legacy accounting systems where structured Excel import is the practical route.
Document intake routes
Use Case
SharePoint invoice automation
For firms and finance teams using Microsoft 365 who want SharePoint libraries, permissions and document states such as Inbox, Processed, Rejected and Duplicates.
Use Case
Shared folder invoice automation
For firms that collect client files in Google Drive, Dropbox, OneDrive, SharePoint or another folder route, then need supplier documents prepared for the right accounting destination.
Trust and support pages
- Supported documents explains which supplier documents and exception cases Lift is designed to prepare for review.
- Security and permissions explains intake boundaries, access, review controls and exception handling.
- Start a pilot sets out how to test the first route with real documents.
To choose a first route, start with one client, one intake location and one destination. If you already have sample supplier documents, start a Lift pilot to test the workflow against real review standards.